Lehman Financial Resources’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $124K | Hold |
5,450
| – | – | 0.06% | 98 |
|
|
2018
Q2 | $131K | Hold |
5,450
| – | – | 0.07% | 83 |
|
|
2018
Q1 | $138K | Hold |
5,450
| – | – | 0.07% | 77 |
|
|
2017
Q4 | $136K | Hold |
5,450
| – | – | 0.07% | 78 |
|
|
2017
Q3 | $134K | Hold |
5,450
| – | – | 0.07% | 66 |
|
|
2017
Q2 | $130K | Hold |
5,450
| – | – | 0.07% | 60 |
|
|
2017
Q1 | $130K | Hold |
5,450
| – | – | 0.07% | 61 |
|
|
2016
Q4 | $120K | Buy |
+5,450
| New | +$120K | 0.07% | 59 |
|
|
2016
Q1 | – | Sell |
-12,100
| Closed | -$247K | – | 63 |
|
|
2015
Q4 | $247K | Hold |
12,100
| – | – | 0.13% | 53 |
|
|
2015
Q3 | $260K | Buy |
12,100
+1,100
| +10% | +$23.6K | 0.13% | 54 |
|
|
2015
Q2 | $249K | Buy |
+11,000
| New | +$249K | 0.12% | 52 |
|